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Photo of Dad - Ron Larson
David Larson | Feb 10, 2021

Money Lessons from Dad - Commie or Cappy?

Retirement-Planning
Investments

My dad, Ron Larson, believed in education. While very few things in life are certain, he knew that becoming more educated is the most sure-fire thing you can do

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Charitable Giving | Rescue Dog
David Larson | Jan 25, 2021

What Do Rescue Dogs and Mutual Funds Have in Common?

Charity

Another Thanksgiving was successfully “in the books” as the lovely Emily and I headed back home after a week at the Outer Banks. This was our second

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Tom Petty concert photo
David Larson | Nov 24, 2020

Tom Petty and Warren Buffett Agree...Do you?

Retirement-Planning
Retirement Planning
Retirement
Investments

We are all “Runnin’ Down a Dream” towards the future we want, and we all want to make the very best investment decisions.  By just about any measure, the stock

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Burger King Logo
David Larson | Nov 19, 2020

What Do Trusts and Burger King Have in Common?

Investments
Estate Planning

Congratulations!  You have worked hard to save and to provide for your family and are now enjoying a comfortable lifestyle.  You are well on your way to a

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Advisor Changing Firms
David Larson | Nov 12, 2020

4 Questions to Ask When Your Advisor Changes Firms

Retirement-Planning
Retirement Planning
Retirement
Investments
Understanding-Fees

In our previous blog post, we explored in great depth WHY advisors change firms.  Now that your advisor has decided to make the move, what’s next?  In this post

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Hand over laptop
David Larson | Nov 12, 2020

Why Do Financial Advisors Change Firms?

Investments
Understanding-Fees

Has your advisor left for greener pastures? This occurrence is not uncommon, especially with all the changes in the business of financial advice. Like downtown

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Photo of Dave's mother
David Larson | Nov 12, 2020

Money Lessons From Your Mom - Lesson #1: If Johnny Jumped Off a Cliff

Financial Planning
Investments

Writer’s note:  this blog series is written in honor of my mother, Patricia Larson, who taught me many valuable lessons about money and life. She just

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Lost Dogs and Beneficiaries
David Larson | Nov 12, 2020

What Do Lost Dogs and Beneficiary Designations Have In Common?

Beneficiaries
Retirement
Retirement-Planning
Retirement Planning
Estate Planning

We have two amazing dogs. A 16-year-old Beagle mix we found years ago, and a six-month-old Boston Terrier that brings new life to all of us. An underground

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Barn in Fall Photo
Larson Wealth Management | Aug 3, 2020

Were You Born in a Barn? Are you Paying Too Much for your Investments?

Investments
Understanding-Fees

Think back to when you were 10 years old and running around the neighborhood on one of those hot summer days. You were out playing basketball and covered in

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Perfect Retirement_Financial Planning
Larson Wealth Management | Jul 10, 2020

The Perfect Retirement

Original Content
Retirement-Planning
Retirement Planning
Retirement

“They don’t make men like Maynard anymore.”

These words could have been uttered by everyone who attended his funeral. His skills and love for life were clear

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financial planning for twins photo
Larson Wealth Management | Jun 6, 2020

Who Cares About Your Financial Future?

Original Content
Tax Planning
Taxes
Retirement Planning
Retirement-Planning
Retirement

“Dad, you better sit down.” The nurse holding the white wand motioned me to the chair as my wife and I stared at the black and white screen of pulsating blobs

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Potato-Chips-and-Investment-Fees-Analysis
David T. Larson, CLU, CFP® | Sep 6, 2019

What Do Potato Chips and Investment Fees Have in Common?

Original Content
Investments
Understanding-Fees

Both of my parents were educators in a small town called Wytheville in southwest Virginia. Our family could not afford luxurious vacations on their salaries, so

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